Team and permissions
Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly.
9 articles
Articles
- User roles in Leadnote: Owner, Manager, L1 and L2 Leadnote has four roles: Account Owner, Manager, L1 User and L2 User. See who each is for, how they rank and where you change a person's role. 4 min read
- Permission matrix: what each Leadnote role can do See the default permission for every module and role, and learn how the Account Owner ticks boxes to change what Managers, L1 and L2 Users can do. 4 min read
- How to add and invite users in Leadnote Add a teammate by email invitation or with a password you set, invite many people from a CSV file, and resend or revoke invitations. 6 min read
- Deactivate, offboard or delete a user in Leadnote Remove a team member's access, hand over their leads and tasks, free the seat, and learn when to deactivate, offboard or delete a user. 4 min read
- How to transfer account ownership in Leadnote Hand the Account Owner role to another active user with Swap ownership. See who can do it, what changes for both people, and what to check first. 4 min read
- How to create and manage teams in Leadnote Group people into teams, name team leads, set open-lead caps, reassign work inside a team and switch a team off, with the powers of each role. 5 min read
- Who can see which leads in Leadnote Understand how roles, list based access rights and team visibility decide which leads, tasks and reports each person sees, and how to change them. 4 min read
- User seats and limits in Leadnote Learn how Leadnote counts user seats, what uses a seat, what happens when you reach the limit, and how to free or add seats. 4 min read
- Actions that ask for your password again in Leadnote See which sensitive actions make Leadnote ask for your password or authenticator code again, and the role rules for acting on other people. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles